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Talent Acquisitions
Talent Acquisitions
Employee Onboarding Template
How to make your new hires feel right at home
Click here to copy!
Instruction: Update the summary based on this template below
Prior to the First Day
Are all relevant resources and materials prepared for the new hire's first day? This includes employee onboarding paperwork, tools they will need access to, and their workstation. Share any resources the new hire should consult before starting.
Company General Information
Share important company information with the new hire. This includes company values, culture, special achievements, and roadmaps for main objectives.
Company Life
Walk the newcomer through a typical week here. Share your insights into office life. Include information such as typical operating hours, where they can park, how they will access the building, and what the company dress code is.
Tour of the Office
Take the new employee on a tour around the office. Let them know where all the important and common areas (e.g., their workspace, bathroom, kitchen, etc.).
Role Responsibilities
Review the new hire's role and responsibilities. Explain expectations, long-term goals, and how they fit into the company's vision. Note everything here to share with them later for easy reference.
Paperwork Review
Review all relevant paperwork like benefits packages. Share this information here so the employee can easily reference it.
Team Introduction
Introduce the new employee to key stakeholders in their role. Assign them a mentor who can assist them in getting up to speed.
Tools & Resources
Share all tools and accounts relevant to the new employee's role. List them here for easy reference.
Reading & Training Material
Is there any training material or required reading? List them here for easy reference. You can share this prior to the first day if appropriate.
Other Discussion Points
Did the new hire raise any interesting questions or noteworthy topics during the employee onboarding process? Note them here.
Main Takeaways
Create a list of takeaways for both the new hire and your team to help get them acclimated.
Next Steps
What's next? Clarify the agenda for the next few weeks as well as the first project for the new employee. Note this information here to share and make actionable.
Follow-Up
Should we schedule a follow-up meeting to check over paperwork and check in on progress?
Feedback
Plan to review the onboarding process over the next 60 days. Regularly check in with the new employee for their opinion. Note opportunities to improve it and make plans to implement them.
How to use this template for your next meeting
Want to have automatically generated meeting notes in the specific template format above? Just follow these easy steps!
Step 1: Log in / Sign up to Wudpecker’s browser app.
Step 2: Conduct your meeting with Wudpecker’s notetaker admitted in it.
Step 3: Go to the Templates section on the Wudpecker website. Select the template you want to use.
Step 4: Press the “Click here to copy” button.
Step 5: In the Wudpecker app, open the notes of the meeting that you want to use the template for.
Step 6: In the notes, click on “Re-write with custom prompt”
Step 7: Paste (Ctrl/Cmd + V) the template that you copied and press “Re-write notes”. You should see the notes in just a couple of minutes.
Why this template is useful
The employee onboarding process is a crucial stage in the journey of a new employee in any organization. This is the time when they are introduced to the company's culture, goals, expectations, and their role in contributing to the company's success. It's a critical period that sets the tone for their experience and ultimately impacts their success in their new role.
To ensure a smooth transition and a positive onboarding experience for the new hire, it's essential to have a clear plan in place. This plan should be well-structured and cover all the necessary areas to help the new employee become acclimated to their new work environment quickly.
Having a comprehensive onboarding template in place can help ensure that you cover all the critical areas and provide the new hire with a clear understanding of their role, the company culture, and the expectations that come with their job. The template should include sections for preparing resources, sharing company information and culture, reviewing role responsibilities and paperwork, introducing the team and assigning a mentor, providing tools and training materials, and outlining next steps and follow-up.
By following this template, you can ensure that your new hires have a positive onboarding experience and are set up for success in their role. They will have a clear understanding of their responsibilities, the company culture, and how their role fits into the larger picture. Additionally, having a well-defined onboarding process helps foster a sense of belonging and ensures that new hires feel welcomed and valued in their new work environment.
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